Mail Merge Tutorial for Zoho CRM

Learn how to streamline document creation in Zoho CRM using mail merge. This tutorial covers creating and customizing document templates, merging records, and automating fields for proposals, quotes, and contracts. By integrating with Zoho Sign, you’ll also see how to prepare documents for e-signature, enabling seamless, efficient workflows in Zoho CRM

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Видео Mail Merge Tutorial for Zoho CRM канала Zenatta Consulting